London, X0CIK 19651044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 337.5K | $105.65M | 14.2% | +26.5K | Added |
| 2 | Ferguson Enterprises Inc | 275.6K | $61.36M | 8.3% | +65.5K | Added |
| 3 | Amazon Com Inc | 265.3K | $61.23M | 8.3% | −62.0K | Reduced |
| 4 | Analog Devices Inc |
| 216.5K |
| $58.73M |
| 7.9% |
| −69.5K |
| Reduced |
| 5 | Danaher Corporation | 230.6K | $52.79M | 7.1% | +48.8K | Added |
| 6 | Mongodb Inc | 112.0K | $47.00M | 6.3% | −25.0K | Reduced |
| 7 | Lam Research Corp | 249.7K | $42.75M | 5.8% | −716 | Reduced |
| 8 | Snowflake Inc | 168.2K | $36.89M | 5.0% | −35.7K | Reduced |
| 9 | Visa Inc | 92.9K | $32.59M | 4.4% | −5.9K | Reduced |
| 10 | Liberty Media Corp Del | 315.7K | $31.10M | 4.2% | −20.1K | Reduced |
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